Creating a Copy Company for Archive / Backup in Sage 100cloud
By MeLinda Matsumoto
on Dec 11, 2019 at 03:29 PM in ERP
Learn how to backup your Sage 100 company data before proceeding with year-end processing.
At year end, it’s useful to create an archive company using the Copy Company feature.
This provides a readily accessible copy (and backup) of the current year’s data even after you perform year end processing in your live company.
To make a copy company, go to:
Library Master > Main Menu > Company Maintenance
- Create a new company code and company name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
- Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
- Select the modules you want to copy to your archive company. To create a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.
Note: For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate.
Video: How to Back Up Data
Head over to YouTube to watch a recorded demonstration of the Copy Company process in action.
Contact us if you need help with backing up Sage 100cloud data or with year-end processing.
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